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    • Home
    • What Who
    • Mindset
    • A Life in Motion
    • Work With Me
  • Home
  • What Who
  • Mindset
  • A Life in Motion
  • Work With Me

Financial Peace of Mind Comes First

Most Retirement Plans Stop at the Money. This one doesn’t.

Before you can enjoy your time — before the travel, the tennis, the grandkids, and the projects — you should have one thing above all else: 

Confidence that your retirement is paid for. Once that is behind you, then the fun begins!

 If You'd like, let's talk
As a financial professional for 30 years, I offer a free retirement review call. It’s not a sales meeting. It’s a conversation — about where you stand, what you want, and whether your plan supports the lifestyle you’re hoping to live.

If that sounds helpful, schedule a call.

    https://calendly.com/dan-cpcllc/30min


If everything checks out, you're ready for the rest of your life...


Go fast!

It's never too late to learn something new, or even to scare yourself, just a little.

Play hard!

Compete. Sweat. Laugh hard. Then do it all again tomorrow.

Enjoy the quiet

Sometimes the best parts of life are the people you're with and the places you share

Retirement is a Time to Reorder Your Priorities

During your working years, your priorities looked something like this:
Family. Job. Cope. Repeat...

Retirement and age flip the script.

Suddenly, you have time — but your body is aging, and your old routine is gone. If you don’t reorder your priorities, in a word, you deteriorate.

In retirement, your new hierarchy needs to be:


  • Health — without it, nothing else matters
     
  • Nutrition — food is now fuel, not filler
     
  • Exercise — your independence depends on it 


then comes family, friends, and the things you choose to fill your time...

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